Course Description
Publication/Revision Date: This course was updated on 3/20/2026.
Microsoft Copilot for CPAs equips accounting professionals with a practical framework for using Microsoft Copilot to improve efficiency while preserving professional judgment, accountability, and ethical standards. The course explains how Copilot works inside Excel, Word, PowerPoint, Outlook, and Teams, and reveals how to apply prompt engineering, validation techniques, and governance controls to real-world accounting, audit, tax, and advisory tasks. Designed specifically for CPAs, this course helps you leverage AI as a productivity multiplier.
